Associating new Soapbox user accounts with Salesforce Contacts

created April 03, 2012 21:57

If your site has a password-protected area, you can choose to connect new Soapbox user accounts to Contact records in your Salesforce instance. If this feature is enabled, new Soapbox user accounts created on the front end of the site will be 1) matched with an existing Contact record in Salesforce; or 2) if no matching record exists, a new Contact record will be created in Salesforce and the new Soapbox user will be connected to that account.

Enabling connection between site registrations and Salesforce Contacts

To enable this connection:

Go to Components > Salesforce Dashboard > User Manager

At the top of the page, click Enable Connection

After clicking Enable Connection, confirm that the following form appears

Click Save

Rules for matching a new Soapbox user to an existing Contact record

If a new Soapbox user registers on the front end of the site, Soapbox will attempt to match that new registration with an existing Contact in Salesforce. If the Email address provided for the Soapbox user account matches the Email field for a Contact record in Salesforce, it will associate the two.

Soapbox user account registrations require a Name, Username, Email, Password, and verification of that password. When matching a Contact, the First Name and Last Name will be updated to match the Name provided for the Soapbox user. To do so, the Name field will be split so that everything before the first space will be added as the First Name and everything after the first space will be added as the Last Name. It will also update the First Name and Last Name of the Contact record in Salesforce to match the Name provided.

In the example below, the associated Contact will be updated to have the First Name of Phil and the Last Name of Penn Gwynn.

The same rules for the treating of First Name and Last Name will be followed as noted above under Matching a new Soapbox user to a Contact record. For the example in the above screenshot, the Contact to be created will have the First Name of Phil and the Last Name of Penn Gwynn.

The Email will be added as the standard Email field in Salesforce. This is true if you are using the Enterprise edition or the Nonprofit Success Pack.

If you wish to add additional fields to the registration form that will store data in other Contact record fields, contact us.

Editing an existing Soapbox account

If a Soapbox account that is connected to a Salesforce Contact and the Name or Email fields are edited for that account in the User Manager of the administrator or on the front end of the site by a logged in user, the associated Contact record in Salesforce will be updated with those changes.

For instance, if you edit the account shown in the example above by going to Site > User Manager and changing the Email field to philpenngwynn@gmail.com, the Email field for the Contact record in Salesforce will be updated to philpenngwynn@gmail.com.

NOTE: Changes made to the First Name, Last Name, and Email fields of the Contact record in Salesforce will not change the Name and Email fields of the Soapbox user account. The connection between these two accounts will remain active, however.